Purchases and Sales Made in Q4 2023 in Nextera Energy Inc (NEE)
This table provides information about the institutional ownership of Nextera Energy Inc (NEE) during Q4 2023. The information is specifically focused on institutions that hold shares of NEXTERA ENERGY INC.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2024
Q4 2023
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
SELL
|
- |
-230- 5.28% |
$11.3K - $14.4K
|
4.12K
$294K
|
|
|
Jan 19, 2024
Q4 2023
|
West Branch Capital LLC
|
SELL
|
- |
-232- 11.59% |
$11.4K - $14.6K
|
1.77K
$126K
|
|
|
Feb 01, 2024
Q4 2023
|
Jackson, Grant Investment Advisers, Inc.
|
SELL
|
- |
-232- 3.74% |
$11.4K - $14.6K
|
5.97K
$426K
|
|
|
Feb 13, 2024
Q4 2023
|
Deseret Mutual Benefit Administrators
|
SELL
|
- |
-240- 12.61% |
$11.8K - $15.1K
|
1.66K
$119K
|
|
|
Feb 12, 2024
Q4 2023
|
Holistic Financial Partners
|
SELL
|
- |
-241- 5.34% |
$11.9K - $15.1K
|
4.27K
$304K
|
|
|
Jan 31, 2024
Q4 2023
|
Court Place Advisors, LLC
Ellicott City, MD |
SELL
|
- |
-250- 1.23% |
$12.3K - $15.7K
|
20K
$1.43M
|
|
|
Feb 02, 2024
Q4 2023
|
Dohj, LLC
Seattle, WA |
SELL
|
- |
-250- 3.37% |
$12.3K - $15.7K
|
7.16K
$511K
|
|
|
Feb 14, 2024
Q4 2023
|
First County Bank /Ct/
Stamford, CT |
SELL
|
- |
-251- 1.38% |
$12.4K - $15.8K
|
17.9K
$1.28M
|
|
|
Jan 09, 2024
Q4 2023
|
Perkins Coie Trust CO
|
SELL
|
- |
-253- 25.48% |
$12.5K - $15.9K
|
740
$52.8K
|
|
|
Feb 01, 2024
Q4 2023
|
Private Management Group Inc
|
SELL
|
- |
-253- 7.09% |
$12.5K - $15.9K
|
3.31K
$236K
|
|
|
Feb 13, 2024
Q4 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-253- 0.6% |
$12.5K - $15.9K
|
42K
$2.99M
|
|
|
Jan 17, 2024
Q4 2023
|
S.A. Mason LLC
|
SELL
|
- |
-260- 2.38% |
$12.8K - $16.3K
|
10.7K
$760K
|
|
|
Feb 08, 2024
Q4 2023
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
SELL
|
- |
-260- 0.84% |
$12.8K - $16.3K
|
30.7K
$2.19M
|
|
|
Feb 08, 2024
Q4 2023
|
Fairhaven Wealth Management, LLC
|
SELL
|
- |
-266- 5.82% |
$13.1K - $16.7K
|
4.3K
$307K
|
|
|
Jan 24, 2024
Q4 2023
|
Arlington Partners LLC
|
SELL
|
- |
-282- 28.83% |
$13.9K - $17.7K
|
696
$49.6K
|
|
|
Feb 09, 2024
Q4 2023
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-283- 6.12% |
$14K - $17.8K
|
4.34K
$310K
|
|
|
Jan 12, 2024
Q4 2023
|
Summit Financial Group, Inc.
|
SELL
|
- |
-284- 2.57% |
$14K - $17.8K
|
10.8K
$769K
|
|
|
Jan 08, 2024
Q4 2023
|
Hurlow Wealth Management Group, Inc.
|
SELL
|
- |
-287- 3.78% |
$14.2K - $18K
|
7.3K
$520K
|
|
|
Jan 12, 2024
Q4 2023
|
Stableford Capital Ii LLC
Scottsdale, AZ |
SELL
|
- |
-287- 2.02% |
$14.2K - $18K
|
13.9K
$991K
|
|
|
Jan 22, 2024
Q4 2023
|
Bensler, LLC
Bellevue, WA |
SELL
|
- |
-289- 0.65% |
$14.3K - $18.1K
|
44.2K
$3.15M
|
|
|
Jan 25, 2024
Q4 2023
|
Hazlett, Burt & Watson, Inc.
|
SELL
|
- |
-289- 12.8% |
$14.3K - $18.1K
|
1.97K
$140K
|
|
|
Feb 14, 2024
Q4 2023
|
Meiji Yasuda Life Insurance CO
Tokyo, M0 |
SELL
|
- |
-291- 0.54% |
$14.4K - $18.3K
|
53.5K
$3.81M
|
|
|
Jan 31, 2024
Q4 2023
|
Onyx Bridge Wealth Group LLC
|
SELL
|
- |
-293- 5.42% |
$14.5K - $18.4K
|
5.11K
$364K
|
|
|
Feb 14, 2024
Q4 2023
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-293- 2.44% |
$14.5K - $18.4K
|
11.7K
$835K
|
|
|
Jan 16, 2024
Q4 2023
|
Jcic Asset Management Inc.
Toronto, A6 |
SELL
|
- |
-295- 0.52% |
$14.5K - $18.5K
|
56.6K
$4.03M
|
|
|
Jan 24, 2024
Q4 2023
|
Detalus Advisors, LLC
|
SELL
|
- |
-299- 2.49% |
$14.7K - $18.8K
|
11.7K
$835K
|
|
|
Jan 19, 2024
Q4 2023
|
Papp L Roy & Associates
|
SELL
|
- |
-300- 3.71% |
$14.8K - $18.8K
|
7.78K
$555K
|
|
|
Jan 30, 2024
Q4 2023
|
Alpha Omega Wealth Management LLC
|
SELL
|
- |
-300- 3.96% |
$14.8K - $18.8K
|
7.27K
$518K
|
|
|
Feb 12, 2024
Q4 2023
|
Dudley Capital Management, LLC
Middleburg, VA |
SELL
|
- |
-300- 4.63% |
$14.8K - $18.8K
|
6.17K
$440K
|
|
|
Feb 14, 2024
Q4 2023
|
Tyler Stone Wealth Management
Beachwood, OH |
SELL
|
- |
-300- 8.21% |
$14.8K - $18.8K
|
3.35K
$239K
|
|
|
Jan 22, 2024
Q4 2023
|
Bell Bank
|
SELL
|
- |
-304- 3.11% |
$15K - $19.1K
|
9.48K
$676K
|
|
|
Apr 01, 2024
Q4 2023
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
SELL
|
- |
-304- 7.47% |
$15K - $19.1K
|
3.77K
$269K
|
|
|
Feb 14, 2024
Q4 2023
|
Wimmer Associates 1, LLC
Pasadena, CA |
SELL
|
- |
-312- 7.59% |
$15.4K - $19.6K
|
3.8K
$271K
|
|
|
Jan 19, 2024
Q4 2023
|
Zullo Investment Group, Inc.
Scranton, PA |
SELL
|
- |
-314- 2.68% |
$15.5K - $19.7K
|
11.4K
$813K
|
|
|
Feb 05, 2024
Q4 2023
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-316- 3.59% |
$15.6K - $19.8K
|
8.49K
$605K
|
|
|
Jan 31, 2024
Q4 2023
|
Castle Wealth Management LLC
|
SELL
|
- |
-318- 2.57% |
$15.7K - $20K
|
12.1K
$860K
|
|
|
Feb 12, 2024
Q4 2023
|
Chesapeake Wealth Management
|
SELL
|
- |
-320- 1.04% |
$15.8K - $20.1K
|
30.4K
$2.17M
|
|
|
Jan 22, 2024
Q4 2023
|
Level Financial Advisors, Inc.
|
SELL
|
- |
-321- 4.34% |
$15.8K - $20.2K
|
7.08K
$505K
|
|
|
Jan 09, 2024
Q4 2023
|
Thrive Wealth Management, LLC
|
SELL
|
- |
-326- 5.8% |
$16.1K - $20.5K
|
5.3K
$378K
|
|
|
Jan 24, 2024
Q4 2023
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
SELL
|
- |
-330- 8.25% |
$16.3K - $20.7K
|
3.67K
$262K
|
|
|
Jan 18, 2024
Q4 2023
|
Cornell Pochily Investment Advisors, Inc.
|
SELL
|
- |
-337- 3.7% |
$16.6K - $21.2K
|
8.78K
$626K
|
|
|
Feb 02, 2024
Q4 2023
|
J.Safra Asset Management Corp
|
SELL
|
- |
-338- 8.25% |
$16.7K - $21.2K
|
3.76K
$268K
|
|
|
Jan 23, 2024
Q4 2023
|
Bridges Investment Management Inc
|
SELL
|
- |
-340- 1.66% |
$16.8K - $21.3K
|
20.2K
$1.44M
|
|
|
Feb 08, 2024
Q4 2023
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-340- 7.34% |
$16.8K - $21.3K
|
4.29K
$306K
|
|
|
Jan 29, 2024
Q4 2023
|
Mayport, LLC
|
SELL
|
- |
-345- 6.95% |
$17K - $21.7K
|
4.62K
$329K
|
|
|
Feb 08, 2024
Q4 2023
|
Bedel Financial Consulting, Inc.
|
SELL
|
- |
-346- 3.03% |
$17.1K - $21.7K
|
11.1K
$789K
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
SELL
|
- |
-349- 3.35% |
$17.2K - $21.9K
|
10.1K
$718K
|
|
|
Jan 26, 2024
Q4 2023
|
Toth Financial Advisory Corp
|
SELL
|
- |
-350- 75.76% |
$17.3K - $22K
|
112
$7.99K
|
|
|
Feb 12, 2024
Q4 2023
|
Mattern Wealth Management LLC
|
SELL
|
- |
-350- 0.83% |
$17.3K - $22K
|
42K
$2.99M
|
|
|
Feb 14, 2024
Q4 2023
|
Geller Advisors LLC
New York, NY |
SELL
|
- |
-352- 9.4% |
$17.4K - $22.1K
|
3.39K
$242K
|